26/08/2020
In episode 58, Alex Proimos speaks with Erik Schiller, managing director, head of developed market rates and agency MBS at PGIM Fixed Income.
This episode discusses relative value fixed income as a strategy, how to identify mispricings and what leads to mean reversion and how has the market structure and market participants changed over the years and risk of fat tails for this strategy.
While the US is becoming an increasingly chaotic force in geopolitics, and valuations around its technology companies are called into question, CFS Super chief executive Kelly Power said investors going against these forces would be fighting a losing battle. Listen to her conversation with Conexus Financial founder and managing director Colin Tate on the sidelines of the historic Australian Superannuation Investment Summit last week.
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We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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